OUR SERVICES

Sequent Planning has developed a specialized planning practice to help people nearing and in retirement make educated and well-reasoned decisions about how to use Social Security, pensions and assets to meet retirement income needs and achieve their retirement goals. We use advanced planning tools and strategies to evaluate each decision and determine what impact each decision has on other decisions and on your overall ability to achieve your retirement goals. We then create a customized retirement road map with specific recommendations unique to each client. 

 

Specific examples of the results of our process include intentional investment decisions, Social Security and pension decisions, tax-aware decisions on how to harvest retirement income and leave a legacy, and contingency plans for what to do if any significant risk events materialize.

 

We are committed to helping our clients gain clarity and confidence in their retirement decisions.

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8420 W Dodge Road | Suite 110 | Omaha, NE 68114 | 402.953.3544 x802 | joe@sequentplanning.com 

SEQUENT PLANNING LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN.



This communication is strictly intended for individuals residing in the state(s) of IA and NE. No offers may be made or accepted from any resident outside the specific states referenced.